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Portfolio (Quarterly) Guide ↗

CRUX WEALTH ADVISORS

· CIK 0002054270
13F Portfolio $289M AUM 192 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 27 New 57 Added 89 Reduced 11 Exited
Page 2 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 11,580.0 $3.4M 1.16% -426.0 -3.5% $289.37 +13.4%
22 EAGG ISHARES TR 68,778.0 $3.3M 1.13% +2K +3.4% $47.41 -2.1%
23 JPM JPMORGAN CHASE & CO Financial Services 9,938.0 $3.3M 1.13% -835.0 -7.8% $327.34 +10.6%
24 ESGE ISHARES INC 59,144.0 $3.2M 1.12% -2K -3.3% $54.69 -0.4%
25 SCHW SCHWAB CHARLES CORP Financial Services 32,981.0 $3.0M 1.05% -2K -4.6% $92.27 +19.6%
26 FTCS FIRST TR EXCHANGE-TRADED FD 32,272.0 $3.0M 1.05% +1K +4.5% $93.92 +7.1%
27 BKNG BOOKING HOLDINGS INC Consumer Cyclical 16,756.0 $3.0M 1.03% +16K +2784.0% $178.24 +9.5%
28 SCIO FIRST TR EXCHANGE-TRADED FD 140,303.0 $2.9M 1.00% +9K +7.2% $20.67 -1.0%
29 SCHG SCHWAB STRATEGIC TR 83,023.0 $2.8M 0.97% -9K -9.9% $33.84 +5.9%
30 PM PHILIP MORRIS INTL INC Consumer Defensive 15,470.0 $2.8M 0.97% -974.0 -5.9% $180.91 +2.9%
31 BKHY BNY MELLON ETF TRUST 57,059.0 $2.7M 0.94% +4K +7.0% $47.61 -1.0%
32 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,437.0 $2.6M 0.90% -2K -25.9% $477.56 -12.7%
33 COWG PACER FDS TR 63,113.0 $2.5M 0.88% +5K +7.7% $40.15 -1.4%
34 V VISA INC Financial Services 7,198.0 $2.5M 0.86% +70.0 +1.0% $343.08 +10.4%
35 AVGO BROADCOM INC Technology 6,385.0 $2.4M 0.84% -492.0 -7.2% $377.72 -5.4%
36 PTLC PACER FDS TR 41,175.0 $2.4M 0.83% +3K +6.8% $58.26 +3.4%
37 HMOP HARTFORD FDS EXCHANGE TRADED 60,366.0 $2.4M 0.82% -8K -11.6% $39.14 -2.3%
38 SBND COLUMBIA ETF TR I 123,124.0 $2.3M 0.80% +17K +16.4% $18.79 -0.9%
39 CGGR CAPITAL GROUP GROWTH ETF 45,620.0 $2.2M 0.75% +3K +7.0% $47.20 +0.2%
40 FNY FIRST TR EXCHANGE-TRADED ALP 19,143.0 $2.1M 0.73% +1K +5.6% $110.85 -7.4%
Page 2 of 10  ·  192 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.7%
Financial Services 19.8%
Consumer Cyclical 12.5%
Communication Services 11.3%
Healthcare 10.2%
Industrials 5.5%
Energy 4.0%
Consumer Defensive 3.8%
Basic Materials 1.2%